AdvisorCensus / Financial advisors / Ohio / Cleveland, OH / Charles Schwab
Financial advisors in Cleveland, OH using Charles Schwab
56 SEC-registered investment advisory firms headquartered in the Cleveland, OH metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 2 Knights Wealth Management, LLC | Pepper Pike | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Planning and Financial Services, Inc. | Solon | SEC-registered investment adviser | $100 million to $500 million |
| Ancora Private Wealth Advisors, LLC | Cleveland | SEC-registered investment adviser | $1 billion to $5 billion |
| B.A. Schrock Wealth Management | Wadsworth | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Advisory LLC | Cleveland | SEC-registered investment adviser | $500 million to $1 billion |
| Bison Wealth Management, LLC | Lyndhurst | SEC-registered investment adviser | $100 million to $500 million |
| Bluestone Private Wealth, LLC | Cleveland | SEC-registered investment adviser | $100 million to $500 million |
| Capital Advisors, Ltd., LLC | Shaker Heights | SEC-registered investment adviser | $1 billion to $5 billion |
| Carnegie Investment Counsel | Pepper Pike | SEC-registered investment adviser | Over $5 billion |
| Cbiz Investment Advisory Services, LLC | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Chapman & Chapman Advisors LLC | Chagrin Falls | SEC-registered investment adviser | $100 million to $500 million |
| Clearstead; Clearstead Advisory Solutions | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Cleveland Wealth, LLC | Cleveland | SEC-registered investment adviser | $500 million to $1 billion |
| Cornerstone Wealth Management | Westlake | SEC-registered investment adviser | $500 million to $1 billion |
| Elios Financial Group, Inc. | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| Endeavor Wealth Advisors, LLC | Pepper Pike | SEC-registered investment adviser | $100 million to $500 million |
| Enza Financial, LLC | Independence | SEC-registered investment adviser | $100 million to $500 million |
| Fairway Wealth Management LLC | Independence | SEC-registered investment adviser | $1 billion to $5 billion |
| Fidato Wealth LLC | Middleburg Heights | SEC-registered investment adviser | $500 million to $1 billion |
| First Fiduciary Investment Counsel Inc | Cleveland | SEC-registered investment adviser | $500 million to $1 billion |
| First Mason Financial, LLC | Medina | SEC-registered investment adviser | $100 million to $500 million |
| Fourth Dimension Wealth, LLC | Middleburg Heights | SEC-registered investment adviser | $100 million to $500 million |
| Game Plan Financial Advisors, LLC | Westlake, Oh | SEC-registered investment adviser | $100 million to $500 million |
| Gatepass Capital, LLC | Independence | SEC-registered investment adviser | $100 million to $500 million |
| Independence Wealth Advisors, LLC | Independence | SEC-registered investment adviser | $100 million to $500 million |
| Journey Wealth Management | Cleveland | SEC-registered investment adviser | $1 billion to $5 billion |
| JPS Financial, LLC | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| Keystone Financial Planning, Inc | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| Kirtland Hills Capital Management, LLC | Bratenahl | SEC-registered investment adviser | $100 million to $500 million |
| Lakeridge Wealth Management LLC | Mentor | SEC-registered investment adviser | $500 million to $1 billion |
| Lesjak Planning, LLC | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| M3 Wealth Management | North Royalton | SEC-registered investment adviser | $100 million to $500 million |
| MAI Capital Management, LLC | Cleveland | SEC-registered investment adviser | Over $5 billion |
| North Point Portfolio Managers Corporation | Orange Village | SEC-registered investment adviser | $500 million to $1 billion |
| North Star Advisory Group, LLC | Beachwood | SEC-registered investment adviser | $100 million to $500 million |
| Oneseven | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Paradigm Wealth Management, LLC | Westlake | SEC-registered investment adviser | $500 million to $1 billion |
| Park Edge Advisors, LLC | Cleveland | SEC-registered investment adviser | $500 million to $1 billion |
| Prosperity Capital Advisors | Westlake | SEC-registered investment adviser | $1 billion to $5 billion |
| Purtill Financial LLC | Highland Heights | SEC-registered investment adviser | $100 million to $500 million |
| Riverview Research, LLC | Independence | SEC-registered investment adviser | $500 million to $1 billion |
| Rockport Wealth Advisors | Fairview Park | SEC-registered investment adviser | $500 million to $1 billion |
| S.C. Thomas & Associates, CPA, LLC | Medina | SEC-registered investment adviser | $100 million to $500 million |
| Sabre Asset Management LLC | Pepper Pike | SEC-registered investment adviser | $100 million to $500 million |
| Shaker Investments | Beachwood | SEC-registered investment adviser | $100 million to $500 million |
| SKA Financial Services,inc. | Fairview Park | SEC-registered investment adviser | $100 million to $500 million |
| ST. Clair Advisors, LLC | Mayfield Heights | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Partners, Ltd. | Independence | SEC-registered investment adviser | $1 billion to $5 billion |
| Stratos Investment Management, LLC | Beachwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Stratos Wealth Advisors LLC | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Tempo Wealth | Independence | SEC-registered investment adviser | $500 million to $1 billion |
| Tidmore Retirement Planning Specialists | Beachwood | SEC-registered investment adviser | $100 million to $500 million |
| Van Cleef Asset Management Inc | Beachwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Virtera Partners LLC | Pepper Pike | SEC-registered investment adviser | $100 million to $500 million |
| Westpoint Wealth Management, LLC | Berea | SEC-registered investment adviser | $100 million to $500 million |
| Woodland Wealth Partners | Pepper Pike | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Cleveland, OH using Charles Schwab. https://advisorcensus.com/advisors/oh/cleveland/custodians/charles-schwab https://advisorcensus.com/advisors/oh/cleveland/custodians/charles-schwab